How To Integrate Apollo io with Calendly

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Integrating Apollo.io with Calendly is the best way to ensure that when a prospect books a meeting through your calendar, they are automatically updated or moved within your Apollo sequences. Here’s a quick guide on how to set up this powerful automation.

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1. On your Zapier dashboard, click 'Create Zap'.
2. Now click "Trigger" to define what starts your workflow.
3. Search for "Calendly" and select it as your trigger source.
4. Connect your Calendly Account by clicking on the Sign In button on the right-hand side.
5. Confirm selection by clicking on the 'Connect to Calendly' button.
6. Choose 'Invitee Created' from the dropdown list under 'Trigger event.'
7. Click on the 'Continue' button to finalize your trigger.
8. Test if it works: Click Test Trigger (bottom-right corner).
9. Click Continue with selected record to move forward with this sample data.
10. Click the 'Action' step in your scenario, then search for and add the 'Apollo' module to integrate it seamlessly
11. Connect your Apollo Account by clicking on the Sign In button on the right-hand side.
12. In the pop-up window, provide the API Key and Name to establish a trusted connection between platforms.
13. Approve the connection by clicking on the Yes, Continue to Apollo button.
14. Under Action Event, choose the desired action from the dropdown list (e.g., "Find or Create Contact" or "Update Contact").
15. Click Continue to move to the next step.
16. Under Configure, map the fields from your Calendly trigger to the corresponding fields in Apollo.
17. Click Test Step to confirm the connection and the action.
18. Click Publish to make your new Zap live and start the automation!
19. You're all set! You have integrated Calendly with Apollo io successfully.